Salesforce Business Analyst
Core
Translate business needs into technical requirements for Salesforce implementations across Sales, Service, and CPQ clouds.
Role type
Salesforce Business Analyst
Builds
Salesforce multi-cloud environment supporting lead-to-cash and case management processes
Domain
SaaS / Enterprise Finance
Required skills
Salesforce implementation experience, stakeholder workshop facilitation, user story writing, Jira proficiency, Salesforce data model knowledge, lead-to-cash process knowledge, case management process knowledge, structured business analysis methods, AI tool usage
Preferred skills
Multi-cloud Salesforce experience (Sales, Service, CPQ, Experience), integration requirement gathering (Workato, iPaaS), SaaS or enterprise software background
Technologies
Salesforce, Jira, Workato, iPaaS, AI tools
Responsibilities
Gather and document requirements from Sales, Service, Finance and other teams for Salesforce enhancements, fixes and new features; Write user stories, acceptance criteria and process documentation in Jira; Facilitate stakeholder workshops to clarify scope and edge cases; Plan UAT, design test cases and support testing; Maintain traceability between business requirements and delivered functionality; Flag process, data access and governance gaps early; Partner with the Salesforce Product Owner on backlog grooming, prioritisation and delivery sequencing
Seniority
Mid-level, hands-on IC
